Lead Forms

Lead Docket's lead form tool allows firms to create an external intake form to send to leads.

Lead forms can only be sent to leads that already exist in the system with an assigned case type. Leads will need to have at least a valid email address or mobile phone number to receive the link to the form.

Lead forms can be created for each case type before they are sent to leads, they cannot be customized for individuals leads, the form must be edited in the form builder. 

Creating a Lead Form

Before you create a lead form, make sure that the case type that you want to create the form for has been added to Lead Docket. Here is how to add a new case type

1. Click on Manage > Lead Forms, then Create Form.
   
   
   When you first create the form, the following fields will already be present: 
   First Name
   Last Name
   Mobile Phone
   Home Phone
   Work Phone
   Email
   Address
   Address 2
   City
   State
   Postal Code
   
   
   
   
   a. Lead Docket standard fields available to add to the form. Click + to the field to append it to the end of the form. 
   b. Contact customs fields can also be added to the end of the form by clicking +. 
   c. The pencil icon opens the editor for the field (see settings below) and the trashcan allows you to remove the field from the form. 
   You cannot delete first name, last name, mobile phone, and email from the form. 
   d. When you scroll on the left-hand side, you can access the lead custom fields to add to the form by clicking +.
   e. In the other section you can add formatting to the form. 
   
   The Field Editor
   
   
   Field Label - Change the display name 
   Field Directions - Add directions to the field, this will appear below the display name
   Position - Use the Move and Field dropdowns to positions the field throughout the form. Fields can also be moved up or down using the arrows on the left side of the field on the form. 
    
2. Once the form has been built, click Edit Settings on the top right to make changes to the message containing the lead form link. Hit Save & Return to Form.
   
   
3. Hit Publish or Publish & Preview to preview the form from the receiving end. 

Sending a Lead Form

1. Go to the lead profile, then click Forms. Next click Send a Form. 
   
2. From the Send To dropdown, select the recipient for the form. You can also edit the Subject and Email Message before hitting Send. 
   
   After the form is send you can keep track of it in the Forms section of the lead. Under the status you can see when the form is Sent, In Progress, and Completed. 
   You can use the icons to resend (left) or void (right) the form. 

Once the form is completed, the user in Lead Docket will receive a message notification within the lead. Any of the fields filled on the form will update with the appropriate information in the lead profile under Incident and/or Contact.